Hefty Wealth Partners’s Bank of America BAC Stock Holding History

Hefty Wealth Partners’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$16K	Sell	529 -33,470	-98%	-$1.05M	0.01%	171
2017 Q4	$1M	Buy	33,999 +33,470	+6,327%	+$923K	0.62%	45
2017 Q3	$13K	Hold	529	–	–	0.01%	173
2017 Q2	$12K	Hold	529	–	–	0.01%	163
2017 Q1	$12K	Hold	529	–	–	0.01%	163
2016 Q4	$11K	Hold	529	–	–	0.01%	155
2016 Q3	$8K	Hold	529	–	–	0.01%	182
2016 Q2	$7K	Sell	529 -121,183	-100%	-$1.7M	0.01%	156
2016 Q1	$1.65M	Buy	121,712 +13,605	+13%	+$184K	1.54%	18
2015 Q4	$1.82M	Buy	+108,107	New	+$1.83M	1.73%	14

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hefty Wealth Partners's BAC Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Bank of America (BAC) stake by 98% in Q1 2018, selling an estimated $1.05M and leaving 529 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #171.

Hefty Wealth Partners first reported a position in BAC in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.82M in Q4 2015. 2,026 funds tracked by Wall St. Rank hold BAC as of Q1 2018.

Hefty Wealth Partners held 529 shares of Bank of America worth $16K as of Q1 2018.
Hefty Wealth Partners sold 33,470 Bank of America shares in Q1 2018, an estimated $1.05M.
Bank of America made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #171 holding.
Hefty Wealth Partners first reported a position in Bank of America in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Bank of America position peaked at $1.82M in Q4 2015.
2,026 funds tracked by Wall St. Rank held Bank of America as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.